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Myles Burdell Brandt

CHARLESTON FINANCIAL ADVISORS, LLC·CHARLESTON, South Carolina
Series 65Clean record17 years registeredCHARLESTON FINANCIAL ADVISORS, LLC
4 NORTH ATLANTIC WHARF, SUITE 200, CHARLESTON, SC 29401-2168CRD# 5637391Firm CRD# 137536

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Myles Burdell Brandt · CHARLESTON, SC
Registration
CRD #5637391 · CHARLESTON FINANCIAL ADVISORS, LLC · 17 years registered
Brand Profile
Not yet started
01

Career History

CHARLESTON FINANCIAL ADVISORS, LLC
Feb 2009 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 5, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536 · SEC 801-107090
AUM
$211M
Regulatory assets under management
Employees
5
595 client accounts
Services offered by CHARLESTON FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CHARLESTON FINANCIAL ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Myles Burdell Brandt offer?
Myles Burdell Brandt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLESTON, South Carolina for a consultation.
What are Myles Burdell Brandt's credentials?
Myles Burdell Brandt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Myles Burdell Brandt located?
Myles Burdell Brandt is based in CHARLESTON, South Carolina, working with CHARLESTON FINANCIAL ADVISORS, LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does Myles Burdell Brandt charge for services?
Myles Burdell Brandt's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLESTON FINANCIAL ADVISORS, LLC?
CHARLESTON FINANCIAL ADVISORS, LLC has approximately 5 employees and manages $211M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHARLESTON FINANCIAL ADVISORS, LLC

William Chandler Prewitt
CHARLESTON, SC
Diane Hall Blackwelder
CHARLESTON, SC

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Research
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